Cfs Wealth Management

Cfs Wealth Management (CRD# 135579) is a financial advisory firm headquartered in Macon, GA. They manage $126,912,151 in 444 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $285,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, TX

Financial Advisors at Cfs Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Stephen D. Anderson
CRD#: 2507388
1515 Bass Road, Suite D, Macon, GA 31210

Stephen Anderson (CRD# 2507388) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 27 years of experience in the finance industry.

2
Wade T. Chapman
CRD#: 2852176
1515 Bass Road, Suite D, Macon, GA 31210

Wade Chapman (CRD# 2852176) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 25 years of experience in the finance industry.

3
Lucinda F. Dallas
CRD#: 3270458
1515 Bass Road, Suite D, Macon, GA 31210

Lucinda Dallas (CRD# 3270458) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 22 years of experience in the finance industry.

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